How to Add, Edit, and Delete Users including how to re-send an invite to the software
Managing users in Backpack is easy, learn more below about who can manage users and how to make changes to user access including how to remove users.
Who can Add, Edit and Delete Users
Users with Administrator access have the ability to add, edit, and delete users. If you don't have Administrator access please contact your Backpack administrator or the Backpack support team.
Accessing the User Management Dashboard
Navigate to User Management Dashboard by clicking on the yellow "Admin" button below your name on the top right of the screen. This will take you to the user admin page.
To Add a New User
- Select the "Add New User" button on the top left. In the INFO tab Enter the following information (all fields below are required)
- First Name
- Last Name
- Phone
- Title
- Job Function (pick the closest match, this is only used to categorize users in the software)
- Select the right permission for the user by referencing this article: User Permission Levels
- In the BUILDINGS tab select the buildings this user should have access to by checking the box next to each building. Click "Select all" to add all buildings.
- Click SAVE to save the user and send the user an Invite to the software.
- The invite will appear within 10 minutes, if the user doesn't receive the invite suggest they check their spam. If an invite has not arrived within 5 hours please repeat the process and/or contact Backpack Support..
Edit a Current User
Note: If a user has changed email addresses, please delete the user completely first. Then add the user with the new email as if they are a new user. This avoids any possible issues with invites and access to Backpack.
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Click the Users Name - a new panel will appear to the right with all the user information in two tabs: INFO & BUILDINGS
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In these tabs you can edit all personal information & building access with the exception of email; if an email changes please delete the user and add them as if they are new.
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After editing the necessary information, select “SAVE” to save changes. This will not send a new invite to the user. If you want to send a new invite also, click "Resend Invite" link on the INFO tab. This will send the user an invite to the software.
Delete a Current User
- Click the Users Name - a new panel will appear to the right with all the user information in two tabs: INFO & BUILDINGS
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A pop-up will appear asking if you want to delete this user.
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Select Delete to remove the user.
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Select Cancel to keep the user and return to the User Management Dashboard.
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Re-Send an Invite to the software
- Click the Users Name - a new panel will appear to the right with all the user information in two tabs: INFO & BUILDINGS
- Click "RE-SEND INVITE" link. This will send the user an invite to the software.
- The invite will appear within 10 minutes, if the user doesn't receive the invite suggest they check their spam. If an invite has not arrived within 5 hours please repeat the process and/or contact Backpack Support.